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Kotak Focused Equity Fund- Regular plan _ Growth Option

  • Equity
  • Focused
  • Very High
  • Current NAV

    ₹21.64 0.112%

    23-04-2024
  • Annual Returns

    33.87%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 97.54%
  • Others 2.46%

Market Cap

Allocation
Large Cap 75.06
Mid Cap 17.08
Small Cap 5.4

Sector Allocation

Financial

Automobile

Energy

Technology

Healthcare

Materials

Consumer Staples

Capital Goods

Construction

Services

Communication

Metals & Mining

Insurance

Diversified

Consumer Discretionary

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (24.8) 6.6% 19.39 -9.97%
ICICI Bank Ltd. Large Cap Financial (24.8) 6.13% 18.03 23.2%
Maruti Suzuki India Ltd. Large Cap Automobile (45.37) 4.77% 33.53 51.61%
NTPC Ltd. Large Cap Energy (26.55) 4.61% 17.26 104.78%
Infosys Ltd. Large Cap Technology (31.53) 4.57% 22.78 17.32%
Reliance Industries Ltd. Large Cap Energy (40.15) 4.53% 28.23 24.29%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.69) 4.49% 40.03 50.23%
Bharat Electronics Ltd. Large Cap Capital Goods (52.55) 4.33% 48.01 127.9%
Ultratech Cement Ltd. Large Cap Materials (55.96) 3.92% 44.61 34.3%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 3.69% 40.14 63.07%
Shriram Finance Ltd Large Cap Financial (20.08) 3.69% 13.74 78.77%
Hero Motocorp Ltd. Mid Cap Automobile (37.8) 3.68% 24.03 76.64%
Axis Bank Ltd. Large Cap Financial (24.43) 3.52% 28.68 29.81%
Zomato Ltd. Large Cap Services (36.51) 3.39% -10.49 85.47%
Tech Mahindra Ltd. Large Cap Technology (31.53) 3.16% 41.65 20.2%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 3.01% 0 0%
Bharti Airtel Ltd. Large Cap Communication (73.8) 2.96% 92.59 76.31%
GAIL (India) Ltd. Large Cap Energy (23.83) 2.9% 16.27 84.52%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (59.04) 2.66% 67.62 19.56%
Fortis Healthcare Ltd. Mid Cap Healthcare (89.89) 2.49% 60.72 67.36%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 2.21% 132.81 16.13%
Bosch Ltd. Mid Cap Automobile (46.47) 2.19% 37.14 55.97%
Carborundum Universal Ltd. Small Cap Metals & Mining (68.75) 2.13% 52.81 21.22%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 2.1% 57.92 -8.63%
HDFC Life Insurance Co Ltd. Large Cap Insurance (25.04) 1.9% 82.26 17.31%
SRF Ltd. Large Cap Diversified (36.38) 1.86% 52.61 5.84%
Kajaria Ceramics Ltd. Small Cap Materials (52.11) 1.81% 44.76 10.72%
Bata India Ltd. Small Cap Consumer Discretionary (73.92) 1.46% 65.82 -8.56%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 1.4% 0 95.96%
HCL Technologies Ltd. Large Cap Technology (31.53) 1.38% 25.66 41.51%

Market Cap

Allocation
Others 2.46

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.57% 0%
Others Others -0.11% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Kotak Focused Equity Fund?

The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Maruti Suzuki India Ltd., NTPC Ltd., Infosys Ltd.

Top 5 Sector for Kotak Focused Equity Fund?

The major sectors of this fund are Financial, Automobile, Energy, Technology, Healthcare.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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